Team
Our seasoned advisors and service professionals have deep and diverse experience. They offer insight into an increasingly complicated and rapidly changing world. The collaborative culture at Summit ensures that each client receives the benefit of our collective knowledge without diminishing the personal touch of having a primary relationship with an advisor.
Alex Thompson, CLU ChFC
Chairman, Advisor
Alex Thompson joined Summit Asset Management LLC in 1999 as a Principal. In addition to being a Financial Advisor, Alex serves as Chairman of Summit. His main areas of oversight are client investment strategies, portfolio management, financial and estate planning. Alex serves on the Investment Committee and the Financial Advisory Committee.
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Lance Hollingsworth, CFP®
Principal, Advisor
Lance Hollingsworth started working at Summit in 1995 and became a Principal in 1999. Lance’s duties encompass client service, portfolio management, investment research and development, trading, and operations. He also oversees Summit’s technology implementation. Lance serves as Chief Investment Officer and Treasurer. He chairs Summit’s Investment Committee, and participates on the Financial Advisory Committee.
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John N. Laughlin, CFP®
Principal, Advisor
John Norfleet Laughlin joined Summit Asset Management, LLC in 2001 as a Financial Advisor and became a Principal in 2007. John serves as Chief Executive Officer, Chief Compliance Officer, and President. John’s responsibilities include client service, portfolio management, business development, and strategic planning. He chairs Summit’s Financial Advisory Committee and serves on its Investment Committee.
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Peggy K. Adler, MBA
Principal
Peggy Adler joined Summit in 2007 as Chief Administrative Officer and became a Principal in 2012. Her focus is on client service and implementing Summit’s growing administrative activities in human resources, accounting, compliance, marketing, planning, and strategy. Peggy serves as Secretary for the Board of Summit and Senior Vice President.
Sarah Haizlip
Advisor
Sarah Russell Haizlip joined Summit Asset Management, LLC in 2006 as Senior Vice President of Client Service and a Financial Advisor. Sarah’s time is primarily spent in client service, communications, and business development. She regularly contributes to Summit’s efforts to better engage, educate, and inform clients.
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Leslie Drummond, CFP®
Advisor
Leslie Drummond joined Summit in 2010 as a Client Services Associate and now serves as an Advisor. Leslie’s focus is on client service, operations, and financial planning. Prior to joining Summit, Leslie worked in Wealth Management Services at Regions Morgan Keegan in Atlanta and Memphis and as a tax intern at The Marston Group accounting firm.
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Soleil Lum, CFP®
Associate
Soleil Lum joined Summit in 2016 as an Executive Administrator. Soleil focuses on client service and operations. Prior to joining Summit, Soleil worked as Director of Operations at Northwestern Mutual in Shreveport, Louisiana, as well as a Community Educator for HealthCARE Express.
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